Frank McNamara, CFP®, CIMA®

Frank McNamara

Frank McNamara, CFP®, CIMA®

Vice President & Financial Consultant
Services Offered: Financial Consulting
Location: West Roxbury
Phone: 781.982.6135
Email: Frank
Connect on: LinkedIn 

Frank McNamara, CFP®, CIMA® is a Vice President and Financial Consultant with RT Investment Services. He joined RT Investment Services in 2021 and is responsible for evaluating client needs and goals to develop customized, long-term strategies to help build and protect their wealth.

Frank has worked in financial services since 2003, and for the majority of that time he has been helping clients plan their investment goals. Frank is a CERTIFIED FINANCIAL PLANNER™ professional.  He is also a CIMA® professional. In addition, Frank is a Certified in Long-Term Care® professional. He also holds the Series 7 and 66 securities registrations with LPL Financial, as well as Massachusetts Life, Accident, and Health licenses. Frank earned a BA in Economics from the University of Massachusetts Amherst.

Frank grew up in Quincy, MA and in 2012 was inducted into the Quincy/North Quincy football hall of fame. He is a lifelong Boston sports fan and coaches little league baseball. Frank resides on the south shore with his wife and three children.